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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-14 |
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
10275 W Higgins Road Suite 200, Rosemont, IL 60018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Finanial, Inc. | Phoenix | AZ | 01/2009 | 01/2022 |
| Ability Risk Management Inc. | Bristol | WI | 02/2009 | 10/2018 |
| Sagepoint Financial | Evanston | IL | 12/2008 | 02/2022 |
| Farmers Insurance | Racine | WI | 02/2022 | 12/2022 |
| Farmers Financial Solutions | Menomonee Falls | WI | 02/2022 | 04/2023 |
| Nbc Universal | Chicago | IL | 06/2016 | Present |
| Farmers Insurance | Racine | WI | 12/2021 | 02/2022 |
| Farmers Insurance | Menomonee Falls | WI | 01/2023 | 04/2023 |
| The Prudential Insurance Company Of America | Rosemont | IL | 04/2023 | Present |
| Pruco Securities Llc | Rosemont | IL | 04/2023 | 11/2024 |
| Kenosha Insurance Services Inc. | Kenosha | WI | 04/2016 | 04/2023 |
| Lpl Enterprise, Llc | Rosemont | IL | 11/2024 | Present |
1. 11/14/2024 - AlpineHaus2 - Real Estate Rental - Iron River, MI - INV REL - Start Date 05/24/2024 - 20hrs/mth 2. 11/14/2024 - NBC Universal - Artist/ Musician - Chicago, IL - NOT INV REL - Start Date 06/11/2018 - 12hrs/mth 3. 11/14/2024 - CuraLinc Healthcare - Outside/W-2 Employment - Chicago, IL - INV REL - Start Date 11/01/2024 - 1hr/mth 4. 06/05/2025 - Hunken ewing Financial Group - Non-Variable Insurance - Glenview, IL - INV REL - Start Date 06/02/2025 - 1hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
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